Where on earth do you start such a big project like setting up a CRM system

June 1, 2015 @ 11:20 AM

Another query I get asked all the time is “where on earth to start such a big project like setting up a CRM system – or integrating new users into an old system if going through a merger and merging….  ”

And the best hint I can give is to break your CRM down into small chunks.

And start with the data – the far hardest part.  Well – other than people and buy in – and you have to have buy in before you even start the project – so let’s presume you’ve already got that you … and you can be persuading your general users while the project gets going…
 
So…
 
1) Collate, merge purge, clean and enhance your data – checking what you&...

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